Amalgamated Investment Bank entrusts FINARTIS’s Prospero 365 solution for Investment Banking and Fund Administration services
Lausanne, Switzerland, 15 November 2019 – Fintech provider FINARTIS SA has added Amalgamated Investment Bank (AIB) to the community of users of its Prospero 365 solution for wealth management and fund administration.
FINARTIS will provide the investment bank with a highly automated platform integrating all front-to-back processes on multiple asset classes. The solution will allow AIB to provide tailored services to their high net worth (HNW) clients with advanced risk monitoring of their portfolios. Relationship Managers will be given anytime-anywhere digital access to their clients’ portfolios via digital wealth management portal, enabling them to discuss investment opportunities that are already suited and agreeable for their clients.
“We chose to partner with FINARTIS after a thorough selection process in terms of automation, user experience, and productivity for our Treasury Sales relationship managers and investment banking expertise. Our partnership with FINARTIS will be instrumental to our success as we stay committed to continuous growth through innovation.” said Robert Lehmann, President and CEO at AIB. “This partnership with FINARTIS is strategic for us to achieve operational excellence through automation and the application of compliance rules as well as investment strategies at the heart of the platform. Having a true straight-through-process will enable us to serve our customers better and foster loyalty as we maintain to deliver integrity with our numbers.
“FINARTIS is thrilled to have been chosen by AIB, a very dynamic institution with bold growth ambitions. We are confident Prospero 365 is the ideal solution for them in this context. It combines the robustness you’d expect from a core banking application with the flexibility to automate AIB’s specific workflows precisely. Our mobile app will give AIB’s salesforce a 360 view of their clients on the road, allowing them to increase their productivity and their level of engagement with their customers. We’re looking forward to helping AIB on their growth path.,” said Jean-Luc Freymond, Chairman and CEO at FINARTIS.
About Amalgamated Investment Bank – www.aib.com.ph
AIB is a boutique investment banking firm committed to securing their clients’ financial future. For over 21 years, AIB has been helping clients make sound investment decisions to grow their wealth over time.
AIB believes that putting their clients’ needs first can be done while conforming to the highest level of ethical standards. Guided by their approach to investment and their company values, they measure their response to challenges and find the best way forward for their clients’ financial future.
With partnership links in various APEC and ASEAN countries for cross-border financings and investments, AIB is organized to provide investment banking services (including Mergers & Acquisitions and Corporate Finance Advisory Services) with respect to cross-border transactions. AIB’s directors and professionals have in the past executed investment banking transactions jointly with global multinational firms such as bulge-bracket U.S. investment banks, and have partnered as well with local investment houses.
The AIB team of directors and professionals have in the past arranged or participated in financing (debt, equity, hybrid equity, and in both public and private markets) in the Philippines and in various APEC and ASEAN countries, in areas where market intelligence, placement capacity, and quality of execution bring significant value to meeting the client’s strategic financing objectives.
About FINARTIS – www.finartis.com
FINARTIS is a Swiss Fintech company helping Financial organizations serve their customers better, leading to better client retention and improved margins. FINARTIS’s out-of-the-box digitally enhanced investment management solutions can be implemented fast. They help improve front office productivity to bring more value-added services to clients while reducing operating costs through intelligent, automated straight-through-processes. FINARTIS’s main product, Prospero, is an integrated suite of financial applications dedicated to Wealth Management and Fund Management.
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Route de Lully 5c- 1131 Tolochenaz – Switzerland
Phone: +41 (0)21 653 64 01 – www.finartis.com
Offices: Lausanne – Dubai – Singapore – Manila